Other · DOL Form 5500 · 2024
The College Preparatory School Retirement Plan
Data updated 2026-08-25
- $50M
- Total assets Below avg plan size
- 91
- Participants Small participant base
- 84th
- Percentile by assets National rank
- $546,085
- Avg per participant High balance/head
Official DOL plan name: The College Preparatory School 403(b) Defined Contribution Plan · Sponsored by The College Preparatory School · California · Educational Services
$50M in assets, 91 participants
The College Preparatory School's The College Preparatory School 403(b) Defined Contribution Plan reported $50M in total assets and 91 participants in its 2024 DOL Form 5500 filing, ranking in the 84th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #2,623 in Educational Services (3,638 peers)
Where The College Preparatory School 403(b) Defined Contribution Plan sits by assets
The College Preparatory School 403(b) Defined Contribution Plan sits in the top quartile of all filed plans by assets, $50M for 91 participants (~$546,085/participant), up 11.3% in 2024.
- #2,623
- in Educational Services (3,638 peers)
- +11.3%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
The College Preparatory School 403(b) Defined Contribution Plan's outsized position by total assets
The College Preparatory School 403(b) Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$49,693,727 Top 16% higher than 84% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
The College Preparatory School 403(b) Defined Contribution Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The College Preparatory School 403(b) Defined Contribution Plan is a small filing (91 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The College Preparatory School 403(b) Defined Contribution Plan reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- The College Preparatory School 403(b) Defined Contribution Plan end-of-year assets rose from $45M in the plan year 2023 filing to $50M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 941492272 · The College Preparatory School PY 2024 · Other
The College Preparatory School 403(b) Defined Contribution Plan · $50M · 91 · 84th
- 5500 $50M
- ASSETS 91
- PCT 84th
- EIN Other
- RANK near The Bush School 403(b) Retirement Plan
- PHOTO ind #2623
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Educational Services retirement plans → · Plans in California →
The College Preparatory School 403(b) Defined Contribution Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $45M |
|---|---|
| Net Assets (End of Year) | $50M |
| Net Income | $5M |
| Employer EIN | 941492272 |
| Plan Effective Date | 1984-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The College Preparatory School)
Sponsor-wide plan assets over time
All The College Preparatory School plans reported in each filing year
- Latest sponsor-wide plan assets
- $50M 23.398134719698906% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 90 | $40M |
| 2023 | 1 | 91 | $45M |
| 2024 | 1 | 91 | $50M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $12.6B · 22,753
- Sutter Health 403(b) Savings Plan $7.6B · 54,954
- Stanford Health Care Retirement Savings Plan $6.9B · 24,152
- Caltech Base Retirement Plan $5.2B · 10,970
- University of Southern California Tax-Deferred Annuity Plan $4.8B · 20,886
The College Preparatory School 403(b) Defined Contribution Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is The Bush School 403(b) Retirement Plan in WA ($50M); by covered participants it is Terc, Inc. DC Retirement Plan in MA (91 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($50M here).
- The Bush School 403(b) Retirement Plan (WA) $50M · 259
- Worcester Academy DC Retirement Plan (FL) $50M · 166
- Hawken School Retirement Plan (OH) $50M · 333
- The College of Idaho 403(b) Retirement Plan (ID) $50M · 458
Similar participant headcount
Nearest other-state filings by covered participants (91 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.